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Magellan Global Fund

Investment objective

To achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.

Investment strategy

This fund aims to find companies at attractive prices that have sustainable competitive advantages that translate into returns on capital in excess of their cost of capital for a sustained period of time. The fund will endeavour to acquire these companies at a discount to its assessment of the intrinsic value of the companies. The portfolio will consist of 20-40 investments.

Investment manager

Magellan Asset Management Limited (Magellan), is an Australian-based specialist funds management business established in 2006. Magellan grows and safeguards the wealth of its clients by investing in the world’s best companies and currently offers, through its unlisted and ASX listed funds, investment expertise in global equities and global listed infrastructure assets.

Magellan managed more than $72 billion as at 31 October 2018.

Unit prices

Buy Price ($)
Sell Price ($)

Key features

APIR CodeOVS5674AU
FactsheetDownload
Risk level6 – high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total net management fee1.55% p.a.
Recommended minimimum investment period5 years

Performance

Performance data will be available from 1 April 2019, after the fund's first quarter in operation. The performance of your investment is measured after taxes and fees within this tax paid fund.

Asset allocation

Min %Max %
International equities80100
Cash020

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